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Dimensional US Core Equity 1 ETF

140 hedge funds and large institutions have $1B invested in Dimensional US Core Equity 1 ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 89 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

345% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 20

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

9% more capital invested

Capital invested by funds: $918M → $1B (+$85.8M)

9% more funds holding

Funds holding: 129140 (+11)

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

2.43% less ownership

Funds ownership: 75.65%73.22% (-2.4%)

Holders
140
Holders Change
+11
Holders Change %
+8.53%
% of All Funds
1.88%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.24%
New
24
Increased
89
Reduced
20
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
26
Brinker Capital Investments
Pennsylvania
$11.2M +$759K +11,778 +7%
OPS
27
Orion Portfolio Solutions
Nebraska
$11.2M +$759K +11,778 +7%
AFG
28
Altiora Financial Group
Ohio
$10.7M +$719K +11,161 +7%
SHFA
29
SC&H Financial Advisors
Maryland
$10.6M +$2.77M +42,968 +33%
EWA
30
EverSource Wealth Advisors
Alabama
$8.56M +$1.04M +16,172 +13%
LI
31
LRI Investments
Florida
$7.71M +$6.99M +108,561 +631%
SAM
32
Smartleaf Asset Management
Massachusetts
$6.91M +$82.8K +1,285 +1%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$6.69M +$1.02M +15,757 +17%
Cerity Partners
34
Cerity Partners
New York
$6.36M +$25.6K +397 +0.4%
ACS
35
Archford Capital Strategies
Illinois
$6.25M +$3.77M +58,474 +135%
ACM
36
Aspen Capital Management
Idaho
$6.07M +$6.37M +98,935 New
CIAS
37
Capital Investment Advisory Services
North Carolina
$5.51M -$308K -4,785 -5%
HWM
38
HB Wealth Management
Georgia
$5.02M +$5.28M +81,911 New
FFA
39
Farther Finance Advisors
California
$4.85M +$1.23M +19,156 +32%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$4.75M +$3.63M +56,310 +266%
Mariner
41
Mariner
Kansas
$4.71M +$1.84M +28,572 +59%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$4.69M +$2.61M +40,500 +113%
CCM
43
Cloud Capital Management
Washington
$4.58M +$4.81M +74,710 New
CPWM
44
Cypress Point Wealth Management
Texas
$4.39M +$408K +6,333 +10%
MCM
45
Morton Capital Management
California
$4.37M +$910K +14,126 +25%
STCOSD
46
Sageworth Trust Company of South Dakota
South Dakota
$4.37M +$322K +5,002 +8%
CWP
47
Cyndeo Wealth Partners
Florida
$4.08M +$167K +2,596 +4%
CC
48
Copperleaf Capital
North Carolina
$4.04M +$81.9K +1,271 +2%
AF
49
Allworth Financial
California
$3.92M +$3.96M +61,487 +1,496%
EIA
50
Eldridge Investment Advisors
New Hampshire
$3.21M +$202K +3,135 +6%